Signature Wealth Management Partners’s Lumen LUMN Stock Holding History

Signature Wealth Management Partners’s Portfolio LUMN Stock Details LUMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-16,445	Closed	-$43.6K	–	106
2023 Q1	$43.6K	Sell	16,445 -40,891	-71%	-$165K	0.04%	103
2022 Q4	$299K	Sell	57,336 -7,000	-11%	-$43K	0.29%	76
2022 Q3	$468K	Buy	64,336 +771	+1%	+$7.84K	0.52%	53
2022 Q2	$693K	Buy	63,565 +1,311	+2%	+$14.7K	0.71%	38
2022 Q1	$702K	Buy	62,254 +12,145	+24%	+$139K	0.6%	49
2021 Q4	$629K	Buy	50,109 +29,805	+147%	+$379K	0.53%	49
2021 Q3	$252K	Buy	+20,304	New	+$255K	0.23%	91

Other funds holding LUMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Signature Wealth Management Partners's LUMN Position: Q2 2023 in Review

Signature Wealth Management Partners sold out of Lumen (LUMN) in Q2 2023, closing a stake of 16,445 shares — an estimated $43.6K sold.

Signature Wealth Management Partners first reported a position in LUMN in Q3 2021 and held it in 7 quarters. The position peaked at $702K in Q1 2022. 555 funds tracked by Wall St. Rank hold LUMN as of Q2 2023.

Signature Wealth Management Partners reported no remaining Lumen position as of Q2 2023 after selling out during the quarter.
Signature Wealth Management Partners sold 16,445 Lumen shares in Q2 2023, an estimated $43.6K.
Signature Wealth Management Partners first reported a position in Lumen in Q3 2021 and held it in 7 quarters.
Signature Wealth Management Partners's Lumen position peaked at $702K in Q1 2022.
555 funds tracked by Wall St. Rank held Lumen as of Q2 2023.

Based on Signature Wealth Management Partners's 13F filing for Q2 2023, filed 24 Jul 2023.